IWM
Inlight Wealth Management Portfolio holdings
AUM $162M
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$7.1M
Cap. Flow % of AUM
4.39%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $1.71M | |
| 2 | $1.49M | |
| 3 | $1.18M | |
| 4 | $614K | |
| 5 | $581K |
Sector Composition
| 1 | Communication Services | 12.27% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.31% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $25.6K | 0.02% | 153 | New | +$25.6K | |||
| $25.6K | 0.02% | 694 | New | +$25.6K | |||
| $25.4K | 0.02% | 1,250 | New | +$25.4K | |||
| $25.3K | 0.02% | 114 | New | +$25.3K | |||
| $24.8K | 0.02% | 43 | New | +$24.8K | |||
| $24.7K | 0.02% | 500 | New | +$24.7K | |||
| $24.2K | 0.01% | 94 | New | +$24.2K | |||
| $24.1K | 0.01% | 236 | New | +$24.1K | |||
| $23K | 0.01% | 774 | New | +$23K | |||
| $23K | 0.01% | 400 | New | +$23K | |||
| $22.9K | 0.01% | 65 | New | +$22.9K | |||
| $22.6K | 0.01% | 136 | New | +$22.6K | |||
| $22.2K | 0.01% | 373 | New | +$22.2K | |||
| $21.6K | 0.01% | 773 | New | +$21.6K | |||
| $21.5K | 0.01% | 255 | New | +$21.5K | |||
| $20.6K | 0.01% | 100 | New | +$20.6K | |||
| $20.6K | 0.01% | 110 | New | +$20.6K | |||
| $20.4K | 0.01% | 1,500 | New | +$20.4K | |||
| $19.9K | 0.01% | 278 | New | +$19.9K | |||
| $19.1K | 0.01% | 58 | New | +$19.1K | |||
| $18.7K | 0.01% | 2,934 -10,907 | -79% | -$69.6K | |||
| $17.5K | 0.01% | 170 | New | +$17.5K | |||
| $17.3K | 0.01% | 431 | New | +$17.3K | |||
| $17.3K | 0.01% | 200 | New | +$17.3K | |||
| $16.7K | 0.01% | 21 | New | +$16.7K |
